- Maritz (San Francisco, CA)
- …and/or approves vacation time, expense reports, payroll, time and other employee systems for direct reports. Interviews and selects direct reports. Oversees t ... raining and o nboarding process. 30% Client and Partner Team Relations: Participates in ... Client and Partner Team Relations: Participates in client meetings and presentations to explain operational processes, review… more
- LTD Global (Livermore, CA)
- …+ Prepare and process account change requests + Maintain accurate and up-to-date client records in both electronic systems and physical files + Complete ... service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on… more
- Acxiom (Sacramento, CA)
- …Expert Consultant - Customer Success Manager (Adobe Practice) performs client relationship management, value measurement execution, and stakeholder engagement within ... consulting engagements. The Customer Success Manager supports client Value Realization initiatives and delivery teams utilizing customer success methodologies and… more
- Citigroup (Beverly Hills, CA)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Meta (Menlo Park, CA)
- … client activation improvement, transfer of knowledge, and improve processes and client relationships. 4. Build scalable systems and reporting. 5. Responsible ... Partner Responsibilities: 1. Partner with the sales team to develop client relationships, drive revenue by negotiating and optimizing complex opportunities, and… more
- Harris & Associates (Sacramento, CA)
- …construction expertise with senior-level leadership to ensure successful project delivery, client satisfaction, risk mitigation, and team development. With over two ... fiduciary responsibility to represent both the firm and the client with integrity, insight, and impact. Core Responsibilities +...reporting, forecasts, and internal project setup within PM software systems . + Oversee and mentor a team of senior… more
- City National Bank (San Francisco, CA)
- … client experience, go-to-market strategies, building sales and marketing systems and client relationships. *Additional Qualifications* * Master's preferred ... and executing strategies for wealth management products and programs, aligning with client needs and market trends, while ensuring competitive advantage and driving… more
- City National Bank (Beverly Hills, CA)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- Citigroup (Los Angeles, CA)
- …businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Cognizant (CA)
- …Markets accounts. In this role, the SLS will balance client /project responsibilities with business development and sales responsibilities including identifying, ... The position also requires working with and bringing to bear an outstanding client management and consulting team. The individual will oversee high quality delivery… more